CPA and accounting firms · Reputation management
You cannot answer a bad review by saying what really happened.
Reputation for a CPA firm is what a banker hears, what a prospect reads, and what staff say on hiring sites when capacity is your real constraint. GullySales sets up the review routine, drafts replies that disclose nothing about a client, and watches the profiles where a complaint appears first.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

What reputation management means
Reputation management is watching what is said about your business across Google, social media and review sites, and responding to it before it changes a buyer's mind. GullySales monitors mentions, drafts responses to negative reviews and flags recurring complaints back to your team.
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Sales and marketing for CPA and accounting firms, the overview.
Last updated 5 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.
For CPA and accounting firms
Where it usually goes wrong, and what we would do.
“Confidentiality cuts off the obvious defence”
You may not confirm that someone is a client, let alone correct their account of the engagement. The reply has to work inside that.
“The worst reviews come from the clients you were going to release”
A fee increase or a handover letter turns into a public complaint, which is a reason to plan the wording before the letters go out.
“Hiring reviews cost you client capacity”
Staff pages read by a senior deciding where to spend their next busy season decide whether you can take on more work at all.
What we do
What we deliver for CPA and accounting firms.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A review routine timed to a finished piece of work
The ask goes out after a filed return or a resolved notice, from the person who did the work, with wording that keeps the client's details out of it.
Result: Recent reviews appear without anybody chasing clients.
Reply templates that disclose nothing
Drafted responses for the common complaints about fees, deadlines and responsiveness, written so no engagement is confirmed or described.
Result: Nobody writes a reply at midnight that a board could read.
Permission on file before a name is used
A short written consent covering the client's name, the quote and where it may appear, kept on record and checked before any page goes live.
Result: Proof is published without a confidentiality problem behind it.
A wording plan for repricing and release letters
The fee letter and the handover note written so a client leaves with somewhere to go, which is the difference between a shrug and a review.
Result: The pruning happens without a public argument.
A watch on the profiles that matter
The firm's listing, the directories and the hiring sites monitored, with a named person who sees it first and a rule for what gets answered.
Result: You find out before a prospect or a recruit does.
How the result is measured
- Average rating
- Response time to reviews
- Negative mentions resolved
Recorded as a baseline before work starts, so every later report has an honest comparison.
What to do with each review
How to answer each kind of review a CPA firm gets.
- Praise from a client
- Thank them without naming their return, their business or the work. Ask whether they would write one sentence on how the firm communicates. Keep the written permission on file before using a name.
- A complaint about fees or a price increase
- Do not discuss the fee in public. Say that you review fees with clients before the engagement letter is signed and invite them to call the partner. Check the engagement letter and whether the increase was notified.
- A complaint about a missed deadline or an extension
- State in general terms that you file extensions as needed, and invite a private call. Check the file for the date the documents arrived, and tell clients early when something is late.
- A review from a client you released
- Reply politely, say that you wish them well, and do not discuss why. Send the release letter in a calm tone, and keep a copy, since an unkind letter is the review you will get.
- A complaint from a former employee on a hiring site
- Reply once, briefly, and do not discuss them or the busy season. Look for a pattern about hours or pay and raise it with the partners. Prospects read this as how you treat staff.
- A post claiming the firm made an error
- Do not confirm or deny details in public, since client information is confidential. Say you take it seriously and invite them to speak to the partner, and check the file privately. Tell your insurer if there is a real error.
Who it is for
This is written for these CPA and accounting firms.
- Sole practitioners and two-partner firms
- Multi-partner regional firms
- Tax-only practices
- Client accounting and advisory service teams
- Audit and assurance practices doing non-profit and benefit plan work
- Niche firms serving a single industry
- Bookkeeping firms adding tax work
- Firms preparing for succession or a sale
- New firms in their first two years
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Your brief
You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.
After the brief
A conversation and a written scope
We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.
Before work starts
Baseline recorded
The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.
As agreed
Report against the baseline
What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.
At renewal
Renew on the numbers
The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.
How the reputation management work runs
- 1
Understand current perception
We start by actually searching your business name and reviewing what a stranger would currently see.
- 2
Audit existing mentions
We catalogue reviews, mentions and search results, flagging anything negative or inaccurate.
- 3
Plan responses
A calm, factual response is prepared for anything that needs one, agreed with you before posting.
- 4
Implement monitoring
Ongoing checks are set up so new mentions are caught promptly rather than discovered by accident.
- 5
Measure and report
Sentiment and response times are reported, with your business name searched again to see what has moved.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
Hours that fit your day, agreed up front
Which hours we overlap with yours is settled before any work starts, so you know when a reply is coming and when it is not.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
A former client posted something untrue. Can we correct it?
Are testimonials allowed at all?
A client asked us to correct a review we replied to. What do we do?
Can we use a client's praise on our website if they emailed it?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
More for CPA and accounting firms
Everything else we would do for you.
Or start from the overview: sales and marketing for CPA and accounting firms.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.